Revise the Workfile

Access the Employee Personal Profile Information Table Revisions form.

To revise the personal profile workfile:

1. On Work With Employee Personal Profile Information Table, complete one of these fields and click Find:

   • Address Number

   • Participant Address

2. Review the values in each field to determine whether inaccurate information exists.

3. To enter personal profile changes, select a record and then select Profile Revisions from the Row menu.

4. On Employee Personal Profile Information Table Revisions, review all of the fields, making changes if appropriate:

5. Review the fields that the system provides only to track changes to this table:

   • Electronic Signature ID

   • Date Updated

   • Time Update

   • Updated By

   • Program ID

   • User ID

   • Work Stn ID

   • Date Updated

   • Time Updated

6. When you are finished making changes, click OK to save the new data.

7. To change telephone number information, select a record and then select Phone Number from the Row menu.

8. On Employee Phone Number Table Revisions, review these fields and make changes, if appropriate:

   • Prefix

   • Phone Number

   • Phone Type

   • Action Flag

   • Line Number

9. Review these fields that the system provides to track changes to this table.

10. When changes are complete, click OK.

11. To change emergency contact information, select a record and then select Emergency Contact from the Row menu.

12. On Employee Emergency Contact Table Revisions, review the fields and make changes, if appropriate.

13. Review the fields that the system provides to track changes to this table.

14. When changes are complete, click OK.

    When you click OK, the system immediately saves your changes in the workfile. The system saves your changes in the live tables only when the next workfile build is run.

    • Participant Address

      Enter the address number of the participant as defined in the Participant file table (F08901).

    • Preferred Name

      Enter the preferred name of the employee. For instance, an employee might have the legal name of Catherine but might be known as Cathy.

    • Middle Name

      Enter the middle name or initial of an individual. This field is informational only. The name

      does not appear on any reports.

    • M I

      Enter the first letter of the individual's middle name. This is primarily used to facilitate certain statutory reporting requirements.

    • Mailing Name

      Enter the company or person to whom billing or correspondence is addressed.

    • Given Name

      Enter the first name of an individual. This field is informational only.

    • Surname

      Enter the last name of an individual. This field is informational only.

    • Job Desc

      Enter a title associated with an employee's job.

    • Supervisor Name

      Enter the address book name of the supervisor.

    • Business Card Title

      Enter the title that a person uses on his or her business card.

    • Tax ID

      Enter the identification code required by various tax authorities. This can be a social security number, federal or state corporate tax ID, sales tax number, and so on. The system verifies the number and prints the separators in their correct format, according to the value of TAXC (Person/Corporation Code). If no value exists for TAXC, the system uses the Corporate Entity.

      Attention Accounts Payable users: The Supplier Master record supplies the default value for the tax ID for 1099 processing.

    • Address Line 1–4

      Enter the first line of a mailing address for an employee, customer, or supplier in the JD Edwards EnterpriseOne Address Book system. The U.S. Internal Revenue Service (IRS) restricts the size of the address that prints on an employee's year-end tax return. To comply with IRS regulations, the system has these restrictions:

      • On W-2 returns, the system prints only the last three non-blank address lines plus the city, state, and postal code.

      • On 1099 returns, the system prints only the last non-blank address line plus the city, state, and postal code.

      • On other U.S. federal magnetic media, the system prints only the last non-blank address line plus the city, state, and postal code.

    • City

      Enter a name that indicates the city associated with the address.

    • ST (State)

      Enter a user defined code (00/S) that specifies the state or province. This code is usually a postal service abbreviation.

    • Postal Code

      Enter the United States ZIP code or the postal code that specifies where a letter is to be routed. Attach this code to the address for delivery in other countries. This code is used as the low end value when doing Postal Code Transaction range processing.

    • Ctry (Country)

      Enter a user defined code (00/CN) that identifies a country. The country code has no effect on currency conversion.

      The JD Edwards EnterpriseOne Address Book system uses the country code for data selection and address formatting.

    • County

      Enter the name of a county, parish, or other political district that is necessary for the address or for tax purposes.

    • Birth Date

      Enter the employee's date of birth.

    • Gender

      Enter a value that represents the gender of the individual. Valid codes are:

      M: Male

      F: Female

    • Dep/Ben Tax ID (Dependent/Beneficiary Tax Identification

      Enter an identification code that various tax authorities require. This code can be a social security number, federal or state corporate tax ID, sales tax number, and so on. Do not enter separator characters. The system verifies the number and prints the separators in their correct format according to the value of the Person/Corporation Code (TAXC). If there is no value for TAXC, the system uses the Corporate Entity.

    • H.S. Grad (High School Graduate)

      Enter a code that indicates whether the participant is a high school graduate. Valid codes are:

      Y: Yes, the participant is a graduate.

      N: No, the participant is not a graduate.

    • Emp (Employed)

      Enter a code that indicates whether the participant is employed (anywhere). Valid codes are:

      Y: Yes, the participant is employed.

      N: No, the participant is not employed.

    • F.T. Student (Full Time)

      Enter a code that indicates whether the participant is a full time student. Valid codes are:

      Y: Yes, the participant is a full time student. The SCA (School Attending) field must contain the name of the school.

      N: No, the participant is not a full time student. The SCA (School Attending) field cannot contain an entry.

    • School Attending

      Enter the name of the school the participant is attending, if any. This field is used in conjunction with the FTS field. If the FTS field contains a Y (Yes), you must enter the name of the school in this field.

    • D F (Disability Date Field)

      Enter a code that indicates whether the participant is currently disabled. Valid codes are:

      Y: Yes, the participant is disabled.

      N: No, the participant is not disabled.

      If the participant is currently disabled, you must type a date in the Date of Disability field.

    • Disb. Date (Disabled)

      Enter the date on which the participant became disabled, if applicable. If the code in the Disability Flag field is Y (Yes), you must type a date in this field.

    • Death Date

      Enter the date on which the participant died.

    • Medicare Date

      Enter the date on which the participant elected to receive Medicare Hospital Insurance versus any health insurance supplied by the company, if applicable.

    • Electronic Address

      Enter the email address or Uniform Resource Locator (URL) for either an individual or an entity.

    • Action Flag

      Enter a value that defines the type of change that will be made to a record. This flag is used by the system in subsequent record processing.

    • Time Update

      No entry required. The time that the object was updated.

    • Prefix

      Enter the first segment of a telephone number. In the United States, the prefix is the three-digit area code.

    • Phone Number

      Enter a number without the prefix or special characters, such as hyphens or periods, that makes up the telephone number for an entity. You can use any applicable telephone number format for a country. This field is used in conjunction with the Prefix field (AR1), where you enter the first segment of the telephone number, which is called the area code in the United States.

      When you search for an address using a phone number, you must enter the number exactly as it is set up in the JD Edwards EnterpriseOne Address Book system, including any special characters.

    • Phone Type

      Enter a user defined code (01/PH) that indicates either the location or use of a telephone number. Values include:

      Blank: Business telephone number

      FAX: Fax telephone number

      HOM: Home telephone number

    • Line Number

      Enter a value that is used to create a unique key within a file. If you are using a program which will enable you to resequence the records, we recommend you use one of these data dictionary items: DSS5, DSS7, or DSS9.

    • Salutation Name

      Enter the name that you would use to address an individual in written correspondence. Examples include Ms. Green, Dr. Strasheim, Herr Obermeyer, Mr. Pitt. The software does not use the value in this field in any reports. It is informational only.

    • Address

      Enter the first line of a mailing address for an employee, customer, or supplier in the JD Edwards EnterpriseOne Address Book system. The U.S. Internal Revenue Service (IRS) restricts the size of the address that prints on an employee's year-end tax return. To comply with IRS regulations, the system has these restrictions:

      • On W-2 returns, the system prints only the last three non-blank address lines plus the city, state, and postal code.

      • On 1099 returns, the system prints only the last non-blank address line plus the city, state, and postal code.

      • On other U.S. federal magnetic media, the system prints only the last non-blank address line plus the city, state, and postal code.

    • Type Code

      A user defined code (01/W0) that identifies the Who's Who entry. Examples include:

      A: Attention name

      B: Billing

      C: Contact name

      E: Emergency Contact

      O: Other

      T: 1099 legal name

    • Professional Title

      Enter the professional title of a Who's Who person.

    • Line ID

      Enter a value that is used to identify the line ID number for a Who's Who record.

    • Display Sequence

      Enter a number that specifies the order of a group of records on the form.

    • Remark

      Enter up to 40 characters of text into this field.